June 24, 2026
Announcement
| ACCENTURE PLC-CL A |
| ADOBE INC |
| AIRBNB INC |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| APPLE INC |
| ARISTA NETWORKS INC |
| BROADCOM INC |
| CG ONCOLOGY INC |
| CORCEPT THERAPEUTICS INC |
| DOORDASH INC |
| GE VERNOVA LLC |
| INTUITIVE SURGICAL INC |
| META PLATFORMS INC |
| MICROSOFT CORP |
| NETFLIX INC |
| NEWMONT CORP |
| NVIDIA CORP |
| Nuvalent Inc |
| PAYMENTUS HOLDINGS INC-A |
| RHYTHM PHARMACEUTICALS INC |
| ROBINHOOD MARKETS INC - A |
| ROIVANT SCIENCES LTD |
| SPOTIFY TECHNOLOGY SA |
| SUMMIT THERAPEUTICS PLC |
| TESLA INC |
| TG THERAPEUTICS INC |
| UBER TECHNOLOGIES INC |
| VERTEX PHARMACEUTICALS INC |
| VIKING THERAPEUTICS INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.